Top CFP Tutors serving Long Island
Sarah: Long Island CFP tutor
...planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 63
- Series 79
- +9 subjects
Richard: Long Island CFP tutor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 66
- CFA
- Series 7
- +31 subjects
Stephen: Long Island CFP tutor
...personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- SIE
- Real Estate License
- AACN - American Association of Colleges of Nursing
- +21 subjects
Christopher: Long Island CFP tutor
...University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 7
- Insurance License
- SIE
- +4 subjects
James : Long Island CFP tutor
...wanted to major. At Lafayette, I was able to augment my economics studies with multiple accounting and finance courses. I then went on to pursue an MBA at Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest of mine, international business. I later earned second post-graduate certificate in international business at Georgetown University....
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- SEE - Special Enrollment Exam
- +48 subjects
Melinda: Long Island CFP tutor
...learner who struggles with test-taking, reading comprehension, or self-study skills. I know what techniques I used to simplify the challenge of the exam, and I want to share those same skills with anyone on this platform seeking exam help. Studying doesn't require all-nighters, nor should it be anxiety-provoking by default; so I share skills which I hope can spark a lifetime of easier learning. A perpetual honors student, I graduated Summa Cum Laude with my...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- CPA AUD - CPA Attestation and Auditing
- Business Ethics
- +80 subjects
John: Long Island CFP tutor
...to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- GIAC - Global Information Assurance Certification
- CIA - Certified Internal Auditor
- ARM-E - Associate in Management-Enterprise Risk Management
- +455 subjects
Joshua: Long Island CFP tutor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 63
- Series 7
- Insurance License
- +8 subjects
Garrett: Long Island CFP tutor
...others learn and pass the CFP and other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Microsoft Office
- Productivity
- Finance
- +9 subjects
Nicholas: Long Island CFP tutor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 6
- Series 66
- +8 subjects
Private CFP Tutoring in Long Island, NY
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